Wasatch
Our archive holds 11 letters from Wasatch, behind 8 investment theses. Every quote below is copied verbatim from the letter it came from.
Wasatch’s own letters pageTheses · 8
- December 2025
Aditya Vision is a leading rural electronics retailer with temporary headwinds easing and strong festive demand supporting the thesis.
Read the full thesis - December 2025
Max Healthcare Institute operates a hospital chain with competitive advantages from high-caliber staff and complex-care focus, supporting continued growth.
Read the full thesis - December 2025
Benefit Systems SA is a Polish employee benefits provider expanding internationally with disciplined management and reduced leverage, supporting continued ownership.
Read the full thesis - December 2025
JFrog is a developer tools company with accelerating cloud revenue and platform adoption that supports long-term growth.
Read the full thesis - December 2025
Vital Farms, Inc. produces pasture-raised eggs and butter with loyal customer demand and margin improvement potential despite lower egg prices.
Read the full thesis - December 2025
Medi Assist Healthcare Services is a health-claims TPA whose recent acquisition may drive operational synergies and scalability despite short-term earnings pressure.
Read the full thesis - December 2025
Certara, Inc. is a biosimulation software provider seen as a less binary way to benefit from biotech innovation with potential leadership stability.
Read the full thesis - September 2025
MonotaRO is a promising company with a strong service proposition and growth strategy, poised to gain market share among both small and large business customers in Japan.
Read the full thesis
Letter archive · 11
2025
- Dec 2025Wasatch International Opportunities Fund
- Dec 2025Wasatch Emerging India Fund
- Dec 2025Wasatch Ultra Growth Fund
- Dec 2025Wasatch US Select Fund
- Dec 2025Wasatch Emerging Markets Small Cap Fund
- Dec 2025Wasatch Small Cap Growth Fund
- Dec 2025Wasatch Core Growth Fund
- Dec 2025Wasatch Hoisington US Treasury Fund
- Sep 2025Wasatch International Select Fund
- Sep 2025Wasatch US Select Fund
- Jun 2025Wasacht Core Growth Fund
Funds · 10
- Wasatch US Select Fund2
- Wasacht Core Growth Fund1
- Wasatch Core Growth Fund1
- Wasatch Emerging India Fund1
- Wasatch Emerging Markets Small Cap Fund1
- Wasatch Hoisington US Treasury Fund1
- Wasatch International Opportunities Fund1
- Wasatch International Select Fund1
- Wasatch Small Cap Growth Fund1
- Wasatch Ultra Growth Fund1
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